Location
Kelowna, BC, Canada
Posted
July 23, 2026
Job Description
Estate and Trust Consultant - Kelowna, BC
Requisition ID: 268460
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the full suite of Total Wealth products and services. You will proactively leverage business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role
**Is this role right for you? In this role you will:**
Deliver Scotiatrust’s estate planning services and other estate and tru...
Requisition ID: 268460
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work to deepen and strengthen client relationships by providing clients with customized, needs-driven solutions, leveraging the full suite of Total Wealth products and services. You will proactively leverage business development strategies, working in partnership, generating new opportunities to support a holistic approach to exceeding our client expectations and earning the business will be the key to your success in this role
**Is this role right for you? In this role you will:**
Deliver Scotiatrust’s estate planning services and other estate and tru...